Filed May 18, 2021
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,129 | $79,449-41.9% | $189,575-75.7% | $85,847-46.3% |
| Participation rate | 62.6% | 66.0%-3.4pp | 78.4%-15.8pp | 69.3%-6.7pp |
| Annual return | 11.51% | 18.45%-6.9pp | 64.19%-52.7pp | 318.61%-307.1pp |
| Employer contribution / active EE | $1,796 | $2,081-13.7% | $4,412-59.3% | $2,565-30.0% |
| Participant deferral / active EE | $2,054 | $4,051-49.3% | $6,174-66.7% | $3,952-48.0% |
| Admin fee / account holder | $3,828 | $5,377-28.8% | $9,806-61.0% | $6,261-38.9% |